Moderately Aggressive Balanced Fund Key Fundamental Indicators
| SAMIX Fund | USD 12.31 0.03 0.24% |
As of the 11th of February 2026, Moderately Aggressive secures the Risk Adjusted Performance of 0.122, downside deviation of 0.6235, and Mean Deviation of 0.5893. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Moderately Aggressive, as well as the relationship between them.
Moderately Aggressive's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Moderately Aggressive's valuation are provided below:Moderately Aggressive Balanced does not presently have any fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Moderately |
Moderately Aggressive 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Moderately Aggressive's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Moderately Aggressive.
| 11/13/2025 |
| 02/11/2026 |
If you would invest 0.00 in Moderately Aggressive on November 13, 2025 and sell it all today you would earn a total of 0.00 from holding Moderately Aggressive Balanced or generate 0.0% return on investment in Moderately Aggressive over 90 days. Moderately Aggressive is related to or competes with Doubleline Global, Alliancebernstein, Qs Global, Franklin Mutual, Commonwealth Global, Ab Global, and Barings Global. The Portfolios main investment strategy is to invest in other Saratoga Advantage Trust mutual funds andor unaffiliated r... More
Moderately Aggressive Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Moderately Aggressive's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Moderately Aggressive Balanced upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.6235 | |||
| Information Ratio | 0.0718 | |||
| Maximum Drawdown | 9.92 | |||
| Value At Risk | (0.98) | |||
| Potential Upside | 1.02 |
Moderately Aggressive Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Moderately Aggressive's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Moderately Aggressive's standard deviation. In reality, there are many statistical measures that can use Moderately Aggressive historical prices to predict the future Moderately Aggressive's volatility.| Risk Adjusted Performance | 0.122 | |||
| Jensen Alpha | 0.1041 | |||
| Total Risk Alpha | 0.0445 | |||
| Sortino Ratio | 0.14 | |||
| Treynor Ratio | 0.2135 |
Moderately Aggressive February 11, 2026 Technical Indicators
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| Volume Indicators |
| Risk Adjusted Performance | 0.122 | |||
| Market Risk Adjusted Performance | 0.2235 | |||
| Mean Deviation | 0.5893 | |||
| Semi Deviation | 0.2902 | |||
| Downside Deviation | 0.6235 | |||
| Coefficient Of Variation | 675.25 | |||
| Standard Deviation | 1.21 | |||
| Variance | 1.48 | |||
| Information Ratio | 0.0718 | |||
| Jensen Alpha | 0.1041 | |||
| Total Risk Alpha | 0.0445 | |||
| Sortino Ratio | 0.14 | |||
| Treynor Ratio | 0.2135 | |||
| Maximum Drawdown | 9.92 | |||
| Value At Risk | (0.98) | |||
| Potential Upside | 1.02 | |||
| Downside Variance | 0.3887 | |||
| Semi Variance | 0.0842 | |||
| Expected Short fall | (0.74) | |||
| Skewness | 5.38 | |||
| Kurtosis | 37.88 |
Moderately Aggressive Backtested Returns
Moderately Aggressive appears to be very steady, given 3 months investment horizon. Moderately Aggressive has Sharpe Ratio of 0.16, which conveys that the entity had a 0.16 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Moderately Aggressive, which you can use to evaluate the volatility of the fund. Please exercise Moderately Aggressive's Downside Deviation of 0.6235, mean deviation of 0.5893, and Risk Adjusted Performance of 0.122 to check out if our risk estimates are consistent with your expectations. The fund secures a Beta (Market Risk) of 0.8, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Moderately Aggressive's returns are expected to increase less than the market. However, during the bear market, the loss of holding Moderately Aggressive is expected to be smaller as well.
Auto-correlation | 0.30 |
Below average predictability
Moderately Aggressive Balanced has below average predictability. Overlapping area represents the amount of predictability between Moderately Aggressive time series from 13th of November 2025 to 28th of December 2025 and 28th of December 2025 to 11th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Moderately Aggressive price movement. The serial correlation of 0.3 indicates that nearly 30.0% of current Moderately Aggressive price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.3 | |
| Spearman Rank Test | 0.32 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Moderately Aggressive Balanced has an Annual Yield of 0.0266%. This is much higher than that of the Saratoga family and significantly higher than that of the Allocation--50% to 70% Equity category. The annual yield for all United States funds is notably lower than that of the firm.
Moderately Aggressive Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Moderately Aggressive's current stock value. Our valuation model uses many indicators to compare Moderately Aggressive value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Moderately Aggressive competition to find correlations between indicators driving Moderately Aggressive's intrinsic value. More Info.Moderately Aggressive Balanced is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 78.06 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Moderately Aggressive's earnings, one of the primary drivers of an investment's value.Moderately Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Moderately Aggressive's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Moderately Aggressive could also be used in its relative valuation, which is a method of valuing Moderately Aggressive by comparing valuation metrics of similar companies.Moderately Aggressive is currently under evaluation in annual yield among similar funds.
Moderately Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Moderately Aggressive's current stock value. Our valuation model uses many indicators to compare Moderately Aggressive value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Moderately Aggressive competition to find correlations between indicators driving Moderately Aggressive's intrinsic value. More Info.Moderately Aggressive Balanced is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 78.06 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Moderately Aggressive's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Moderately Aggressive
The fund invests 62.5% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (20.13%) , cash (16.1%) and various exotic instruments.Asset allocation divides Moderately Aggressive's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Moderately Fundamentals
| Total Asset | 989.42 K | ||||
| Annual Yield | 0.03 % | ||||
| Year To Date Return | 2.08 % | ||||
| One Year Return | 10.64 % | ||||
| Three Year Return | 11.60 % | ||||
| Five Year Return | 7.39 % | ||||
| Net Asset | 602.55 K | ||||
| Minimum Initial Investment | 2.5 K | ||||
| Last Dividend Paid | 0.08 | ||||
| Cash Position Weight | 16.10 % | ||||
| Equity Positions Weight | 62.50 % | ||||
| Bond Positions Weight | 20.13 % |
About Moderately Aggressive Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Moderately Aggressive Balanced's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Moderately Aggressive using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Moderately Aggressive Balanced based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The Portfolios main investment strategy is to invest in other Saratoga Advantage Trust mutual funds andor unaffiliated registered investment companies and exchange-traded funds . It will invest in equity, fixed income and alternative instruments through its investments in the underlying funds.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Moderately Mutual Fund
Moderately Aggressive financial ratios help investors to determine whether Moderately Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Moderately with respect to the benefits of owning Moderately Aggressive security.
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